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iShares Lehman Aggregate Bond shares owned by New Insight Wealth Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by New Insight Wealth Advisors from 13F filings

Historical chart of New Insight Wealth Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by New Insight Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by New Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $237k 2.3k 101.27
2024-06-30 $227k 2.3k 97.07
2024-03-31 $216k 2.2k 97.94
2023-12-31 $302k 3.0k 99.25

More positions owned by New Insight Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Tesla Motors (TSLA)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Simon Property (SPG)
Ishares Tr Global Tech Etf (IXN)
Amazon (AMZN)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)

View all positions for New Insight Wealth Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Mercer Global Advisors
Envestnet Portfolio Solutions
Betterment
Northern Trust
Wealth Enhancement Advisory Services
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond